Executive Appointment Mandate
ID: EX-1008449792106
Junior Paraplanner
Compensation Bracket
£28,000 - £35,000
Tenure & Discipline
Executive Full-Time
Jurisdiction
United States
Statutory Visa Pathway
US Immigrant / H-1B
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Executive Mandate Specification
Recruitment Connection Ltd
Published
24th January 2023
Location
London, Finchley , Hampstead, United Kingdom
Category
Para Planners
Job Type
Wealth Management
Salary
£28000 - £35000 + bonus and benefits
Reference
5160
Region
South East
Description
Junior Paraplanner
South Hampstead
£28000 - £35000 + bonus and benefits
My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting a trainee and a senior financial planner
Key responsibilities will include .
- Obtaining relevant literature to accompany client reports
- Dealing with client administration
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Learning and using all applications required for the job including:
- Attend client meetings with the senior financial planner and contribute to such meetings
- Undertake research as required on specific projects.
Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.
Ref: 5160
Statutory Executive Benefits & Governance
- Executive Health, Vision & Dental Coverage with Global Provider Options
- Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
- Annual Discretionary Performance Incentive & Long-Term Equity Participation
- Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
- US Department of Labor & E-Verify Work Authorization Sponsorship
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